| iPlan Events
Breakfast Seminar 25 March 2010 - Market Update and Outlook. Click to download presentation by Perennial (pdf)
Download presentation Australian Equity Market Update 2009 (pdf)
We regularly host seminars for our clients
(and prospective clients). These include special guest speaker
presentations on a wide range of investment and financial
topics.
Host a seminar at your workplace
iPlan specialise in educating staff on financial
issues and are pleased to offer FREE information seminars
to SE Queensland organisations.
These can be held before or after work or
over lunch.
NO COST
OR OBLIGATION TO YOU OR ATTENDEES
AND
WE WILL CATER THE EVENT FOR FREE TOO!!
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Aim
. Promote awareness of the Financial
Planning industry
. Encourage people to take positive steps toward securing their
financial future
Specific financial products will not be promoted at the seminar,
and any advice given will be general in nature
Issues Covered
.Who needs a financial planner?
. What is lifestyle planning?
. More income or better planning?
. Do you have enough super?
. Fundamentals of financial success
. Asset and investment structures
. Tax planning
. Salary packaging
. Realistic results
. 10 rules for achieving your life goals
All you need to do
. Distribute flyers to your staff members
which we will draft for you
. Provide a reference point for people to RSVP to (although
we are happy to do this if you prefer)
. Provide a projector screen or blank wall on the day
Benefits
. Value add to your staff
. Development of a caring culture
. Staff self development through education
. Respect for an organisation that cares about staff needs
. Staff who are less stressed about their personal finances
are more productive
Over 90% of attendees
find the sessions useful*
Call now to arrange
a seminar at your workplace
Phone 1300 047 526
*Result of client evaluation
feedback
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